Insurance Portfolio Management (IPM)
(Available after the client’s exclusive appointment)
Our Insurance Portfolio Management (IPM) service is a strategic solution tailored for corporate clients who maintain multiple insurance policies across different insurers.
This service is offered after an exclusive appointment and applies a disciplined, structured approach to eliminating coverage gaps or overlaps while maximizing protection and value.
We integrate expertise across different teams — combining insights in risk analysis, sector management, credit analysis, and quantitative review — to give you long-term peace of mind and optimal portfolio performance.
Our 6-Step IPM Approach
1. Insurance Plan Consultation: Identify risk exposures across different business areas
- Recommend internal risk controls and adequate protection
- Advise on appropriate insurance structures
- Conduct regular reviews to reflect market and legislative changes
2. Competitive Quotation Sourcing
- Monitor the market to obtain competitive, relevant offers
- Collaborate with insurers to tailor unique solutions when necessary
3. Professional Analysis Recommendations are based on factors such as:
- Insurer’s financial strength
- Underwriting expertise
- Claims servicing quality
- Administrative efficiency
- Coverage flexibility and value-added benefits
- Premium competitiveness
4. Negotiation & Placement
- Negotiate the best terms and premiums with shortlisted insurers
- Conduct annual remarketing to ensure ongoing competitiveness
5. After-Sales Support
- Review and verify all policy documents
- Support your internal Plan Administrator
- Conduct regular check-in meetings
- Arrange seminars or briefings if needed
- Provide ongoing service through dedicated officers
- Respond promptly to inquiries regarding coverage, terms, and values
6. Claims Assistance
- Closely monitor claims turnaround and settlement
- Provide timely support on claim inquiries
- Arrange an on-site survey within 24 hours when possible
- Analyze claims data and trends
- Advise on cost control and claims efficiency
By appointing us exclusively, you gain a trusted partner committed to managing your insurance portfolio with clarity, precision, and care so you can confidently focus on your business.